Navigating the Server Workspace – Product Manuals

Using the Navigation Buttons

The following buttons are available throughout the Server workspace. Your specific location in the website will affect whether a particular button is active.

Button

Description

Projects

Click this button to go to the top level.

The top level displays a list of all projects to which you have access.

Click this button to move up one level from your current location.

The use of the browser Back button is not recommended.

Home

Click this button to go to your personal page.

Using the Left Menu

The options available on the left menu will vary based upon your location in the system and your system access. The menu is divided into three sections: actions, areas, and inform. The left menu can be collapsed to increase screen real estate.

The following options are available within the three sections on the left menu:

Option	Description
Action entries	Available actions will vary based on your current area and system access. Examples of action entries include: Assign Website Context and Start Workflow.
Administration	Select this option to maintain system configuration settings, configure publishing and glossary settings, customize the website, and maintain users, roles, and groups. For more information on system configuration settings and website maintenance, refer to the companion manual Administration. For more information on Glossary settings, refer to Managing Glossary Settings. For more information on Server publishing, refer to Publishing Configuration. For more information on users and groups, refer to Managing Users, Roles, and Groups.
Glossary	Select this option to view the glossary. For more information, refer to Working with the Glossary.
Workflow	Select this option to display links for creating and managing workflows. For more information, refer to Using Workflow.
Recycle Bin	Select this option to manage the recycle bin of deleted content. There is one Recycle Bin per project. For more information, refer to Managing the Recycle Bin.
Reports	Select this option to generate document tracking, workflow, workflow status, and custom reports. For more information, refer to Using Reports.
Help	Select this option to view or configure help documents available for uPerform. For more information, refer to Getting Help On The Server Workspace.
About	Select this option to view version details and third-party information on the Server. For more information, refer to Getting Help On The Server Workspace.
Subscribe/Unsubscribe	Select this option to receive or stop alerts regarding changes to the current content, folder, or discussion. Your alerts are displayed in the My Alerts list on your personal page. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Subscribing to Content.
Edit Subscription	Select this option to specify preferences for receiving subscription notifications. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Editing and Stopping a Subscription.
Tell Others	Select this option to send specified users a link to the current content, folder, or discussion. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Using the Tell Others Feature.
Add Me to Discussion/Remove Me from Discussion	Select the option to participate in author or website discussions. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Using Subscriptions Within A Discussion.

Expanding and Collapsing the Left Menu

The display of the left menu can be collapsed to increase available screen real estate. The setting for the left menu is linked to the user's account. Consequently, the browser will remember your selected menu setting between browser sessions.

To collapse or expand the left menu, click the arrow icon below the website navigation buttons. When an end user displays context-sensitive help, the left menu is always collapsed.

Using the Navigation Bar

The following options are available throughout the Management Center. Your specific location will be indicated by a white triangle beneath the option.

The following options are available on the navigation bar:

Option	Description
Dashboard	Select this option to view your personal page. For more information, refer to Using the Server Dashboard.
Projects	Select this option to view a list of all projects to which you have access. For more information, refer to Working with Projects.
Glossary	Select this option to view the glossary. For more information, refer to Working with the Glossary.
Publish	Select this option to view a list of all documents in your publishing queue. For more information, refer to Viewing The Publish Queue And History. For more information, refer to Publishing Content For Display On The Website .
Reports	Select this option to generate document tracking, workflow, workflow status, and custom reports. For more information, refer to Using Reports.
Support	Select this option to view or configure help documents available for uPerform and version details and third-party information on the Server. For more information, refer to Getting Help On The Server Workspace.
Workflow	Select this option to display links for creating and managing workflows. For more information, refer to Using Workflow.
Search	Use this text box to search for information within the Management Center. For more information, refer to Using Search In The Server Workspace.
Administration	Click located on the right of the navigation bar to access administrative settings and configurations. Select this option to maintain system configuration settings, configure publishing and glossary settings, customize the website, and maintain users, roles, and groups. For more information on system configuration settings and website maintenance, refer to the companion manual Administration. For more information on Glossary settings, refer to Managing Glossary Settings. For more information on Server publishing, refer to Publishing Configuration. For more information on users and groups, refer to Managing Users, Roles, and Groups.

Using the Action Button Menu

The action button available on the title/action bar will vary based upon your location in the system and your system access. The action button is located on the right of the title/action bar and includes a drop-down menu. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. The drop-down menu is divided into two sections: actions and inform.

The following options are available on the action menu:

Option	Description
Action entries	Available actions will vary based on your current area and system access. Examples of action entries include: Assign Website Context and Start Workflow.
Add To My Favorites	Select this inform option to bookmark content, discussions and folders. These items are displayed in the My Favorites section on your Dashboard.
Add Me to Discussion/Remove Me from Discussion	Select this inform option to participate in author or website discussions. For more information, refer to Using Subscriptions Within A Discussion.
Subscribe/Unsubscribe	Select this inform option to receive or stop alerts regarding changes to the current content, folder, or discussion. Your alerts are displayed in the My Alerts section on your Dashboard. For more information, refer to Subscribing to Content.
Edit Subscription	Select this inform option to specify preferences for receiving subscription notifications. For more information, refer to Editing and Stopping a Subscription.
Tell Others	Select this inform option to send specified users a link to the current content, folder, or discussion. For more information, refer to Using the Tell Others Feature.